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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,744 | $177,353+17.7% | $158,226+31.9% | $198,609+5.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | -26.49% | 599.50%-626.0pp | 501.41%-527.9pp | 202.70%-229.2pp |
| Employer contribution / active EE | $2,500 | $3,239-22.8% | $2,986-16.3% | $5,055-50.5% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |